This report updates the status of fab management, production, shipment, and inventory. It also provides a monthly forecast for all LCD panel makers for the next three months.

The Fab Management and Production section provides data on monthly design capacity, glass input, and utilization rate by LCD fab. The Shipment section lists the monthly shipments of each LCD panel makers by application, size, and resolution in pivot tables. The Inventory section provides panel inventory status and forecasts for TV and IT panels by each maker every month.

Important indicators of future price and supply/demand forecasts include whether the supply capacity of panel makers continues to exceed panel demand, panel makers' fab management strategy, and their production and inventory strategy.

Time Period
1-Year Result & 3-Month Forecasts

Key Issues Addressed

• What is the production plan of each panel maker?
• What is the utilization and inventory management strategy of each panel maker?
• How many panels is each panel maker shipping? And what is their shipment plan for the next three months?
• What is the current inventory level and forecast for panel makers? Are they at risk of excessively piling up inventory or running very low compared to the stable inventory level?
• How will the market be changed by inventory trends in the near future?